Kulpmont, PA Office
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Stonex Advisors Inc.
Multi-team
Firm-wide stats for Stonex Advisors Inc.
About
StoneX Advisors Inc. serves individuals (including high‑net‑worth clients), corporations, retirement plans and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, ERISA plan consulting, annuity allocation and related consulting services. The firm delivers these services through a mix of independent Financial Advisors and an in‑house Private Client Group, and supports multiple account structures and model-based solutions.
The firm implements strategies through advisor‑managed portfolios, proprietary StoneX Model Solutions and StoneX Select Managers, as well as third‑party money managers (TPMMs), using platforms such as Envestnet, Advyzon and Pontera for portfolio implementation, overlays and tax‑aware services. Clients may impose reasonable investment restrictions, and StoneX conducts periodic reviews and due diligence on TPMMs, models and advisory accounts.
Notable among enterprise peers, StoneX operates as part of StoneX Group and its affiliates include a broker‑dealer and a registered futures commission merchant (SFI), which provides integrated clearing, custody, sweep and lending capabilities and can affect execution, operational workflows and revenue flows. The firm also supports a large network of advisor DBAs and various sub‑advisory and promoter arrangements, which can lead to different implementation pathways, platform charges and disclosed conflicts of interest described in its Form ADV.
Based on Stonex Advisors Inc.
Location
513 Chestnut St
Kulpmont PA 17834
Advisors at this office
2
Advisors at this office
Michael W
Series 63, Series 66
Kulpmont, PA
Stonex Advisors Inc.
Michael Woytowich is a financial advisor with StoneX Advisors Inc. in Kulpmont, PA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with StoneX Advisors since 2020 and StoneX Securities since 2011. Outside of his advisory role, he serves as the head boys varsity basketball coach for Southern Columbia School District. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm combines independent financial advisors and an in-house Private Client Group to deliver a variety of investment solutions including advisor-managed portfolios and third-party money managers, supported by platforms like Envestnet and Advyzon.
James W
Series 63, Series 66
Kulpmont, PA
Stonex Advisors Inc.
James Wisloski is a financial advisor at StoneX Advisors Inc. with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with StoneX Advisors and its related entities since 2011. Outside of his advisory role, he serves as a track coach for Southern Columbia Area School District. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors, proprietary models, and third-party money managers to implement its strategies across various account structures.
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